Se está vendiendo el iPhone 18 peor de lo esperado? Apple $AAPL y el recorte de Morgan Stanley
1 extracted signal · 0 resolved · 1 still active
Bernardo de Garcia - Análisis de Mercados GlobalesIndependent analyst profile- Source published
- 12 Oct 2026, 16:50 UTC
- Recorded by Tahlil Plus
- 12 Oct 2026, 22:02 UTC
AI-generated source summary
Morgan Stanley has revised its supply chain analysis for Apple, indicating a significant cut in component orders for October by at least 15%. This reduction primarily affects the high-end iPhone 18 Pro and iPhone 18 Pro Max models, which constitute a substantial portion of Apple's hardware margins. The report suggests that this slowdown in demand for premium devices, occurring during the initial phase of the sales cycle, is more concerning than a mere rumor. Previously, other reports had already pointed to weak demand in the high-end segment. The stock experienced a minor drop of 1.11% on October 9th, falling from $340.42 to $336.64, but the underlying fundamental issue is perceived to be much larger, signaling potential future price declines as the market digests this information.
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Bernardo de Garcia - Análisis de Mercados Globales
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